Bowie Capital Management, LLC Top Holdings and 13F Report (2025) About Bowie Capital Management, LLCInvestment ActivityBowie Capital Management, LLC has $1.89 billion in total holdings as of December 31, 2024.Bowie Capital Management, LLC owns shares of 30 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.41% of the portfolio was purchased this quarter.About 7.71% of the portfolio was sold this quarter.This quarter, Bowie Capital Management, LLC has purchased 29 new stocks and bought additional shares in 12 stocks.Bowie Capital Management, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alphabet $139,643,772Microsoft $139,426,300Fair Isaac $115,766,608UnitedHealth Group $106,314,066Meta Platforms $102,589,548 Largest New Holdings this Quarter LINDE PLC $19,775,458 Holding Largest Purchases this Quarter LINDE PLC 47,234 shares (about $19.78M)UnitedHealth Group 38,107 shares (about $19.28M)Canadian Pacific Kansas City 193,506 shares (about $14.00M)Microsoft 25,071 shares (about $10.57M)Fiserv 24,215 shares (about $4.97M) Largest Sales this Quarter Alphabet 412,334 shares (about $78.05M)Fair Isaac 8,946 shares (about $17.81M)ASML 19,946 shares (about $13.82M)Adobe 24,378 shares (about $10.84M)Amazon.com 22,240 shares (about $4.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBowie Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$139,643,772$78,054,827 ▼-35.9%737,6857.4%Computer and TechnologyMSFTMicrosoft$139,426,300$10,567,427 ▲8.2%330,7867.4%Computer and TechnologyFICOFair Isaac$115,766,608$17,810,860 ▼-13.3%58,1476.1%Computer and TechnologyUNHUnitedHealth Group$106,314,066$19,276,807 ▲22.1%210,1655.6%MedicalMETAMeta Platforms$102,589,548$4,372,003 ▲4.5%175,2145.4%Computer and TechnologyCPRTCopart$101,896,059$1,991,892 ▼-1.9%1,775,5025.4%Business ServicesASMLASML$101,146,709$13,824,174 ▼-12.0%145,9385.4%Computer and TechnologyMSCIMSCI$97,781,230$3,234,654 ▼-3.2%162,9665.2%FinanceAMZNAmazon.com$97,335,225$4,879,234 ▼-4.8%443,6635.2%Retail/WholesaleAONAON$97,329,486$2,733,567 ▲2.9%270,9925.2%FinanceMAMastercard$94,520,895$407,565 ▲0.4%179,5035.0%Business ServicesVVisa$91,437,956$1,145,013 ▲1.3%289,3244.8%Business ServicesINTUIntuit$85,284,310$174,095 ▼-0.2%135,6954.5%Computer and TechnologyADBEAdobe$81,157,658$10,840,409 ▼-11.8%182,5084.3%Computer and TechnologyFIFiserv$70,629,764$4,974,245 ▲7.6%343,8313.7%Business ServicesMCOMoody's$64,837,489$4,403,288 ▼-6.4%136,9703.4%FinanceSPGIS&P Global$64,737,924$795,852 ▲1.2%129,9883.4%Business ServicesORLYO'Reilly Automotive$62,292,446$4,195,360 ▼-6.3%52,5323.3%Retail/WholesaleCPCanadian Pacific Kansas City$45,623,639$14,004,029 ▲44.3%630,4222.4%TransportationAAPLApple$44,331,102$3,781,092 ▼-7.9%177,0272.3%Computer and TechnologyNKENIKE$28,471,368$2,276,532 ▼-7.4%376,2571.5%Consumer DiscretionaryLINDE PLC$19,775,458$19,775,458 ▲New Holding47,2341.0%SHSVRSKVerisk Analytics$18,169,016$829,320 ▲4.8%65,9661.0%Business ServicesNVDANVIDIA$10,628,918$3,765,357 ▲54.9%79,1490.6%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,638,2100.0%21,0000.1%ETFWFC.PLWells Fargo & Co. Pfd. Series L$1,433,1720.0%1,2000.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$969,0000.0%10,0000.1%FinanceSCHBSchwab US Broad Market ETF$885,300$590,200 ▲200.0%39,0000.0%ETFPFFiShares Preferred and Income Securities ETF$786,0000.0%25,0000.0%ETFALTO NEUROSCIENCE INC$82,4170.0%19,4840.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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